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JAMCX vs MVCAX
JAMCX vs MVCAX Comparison
Open Charts JAMCX vs MVCAX
JPMorgan Mid Cap Value A
Price$40.75
Change-$0.09 (-0.22%)
VolumeN/A
CapitalizationN/A
JAMCX vs MVCAX Comparison Chart
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JAMCX vs. MVCAX commentary
Nov 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JAMCX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. JAMCX (14.1B). MVCAX pays higher dividends than JAMCX: MVCAX (1.16) vs JAMCX (0.87). JAMCX was incepted earlier than MVCAX: JAMCX (24 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. JAMCX (12.00). JAMCX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 26.84 vs. JAMCX (22.12). MVCAX return over 5 years is better than : 49.25 vs. JAMCX (6.46).
| JAMCX | MVCAX | JAMCX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 17.707 | 17.801 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 17.9B | 79% |
| Annual Yield % from dividends | 0.87 | 1.16 | 75% |
| Returns for 1 year | 22.12 | 26.84 | 82% |
| Returns for 3 years | -11.68 | 8.55 | -137% |
| Returns for 5 years | 6.46 | 49.25 | 13% |
| Returns for 10 years | 11.78 | 78.64 | 15% |
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